C U INDEPENDENCE INC (EIN 371179479) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

DANIELLE MATTHEWS

Phone

2173569176

Tax Period

2024-07-01 to 2025-06-30

C U INDEPENDENCE INC, founded in 1985, is a small nonprofit that reported $290K in total revenue in fiscal year 2024. The organization ran a surplus of $70K, a strong 24% operating margin.

Mission

TO PROVIDE A RESIDENTIAL ALTERNATIVE TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES IN A 24 UNIT RENTAL FACILITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $159,602

Program Service Revenue $128,766

Investment Income $1,590

Other Revenue $0

TOTAL REVENUE $289,958

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $188,701

Other Expenses $220,068

TOTAL EXPENSES $220,068

Year-over-Year Comparison

	2024	2023	Change
Revenue	$289,958	$275,044	+0.1%
Expenses	$220,068	$218,432	+0.0%
Net Income	$69,890	$56,612	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$309,342

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON HAUNHORST	DIRECTOR	0.50	Director	$0	$0	$0
ALAN EDWARDS	DIRECTOR	0.50	Director	$0	$0	$0
JOE ZALABAK	VICE CHAIRMAN/TREASURER	0.50	Officer Director	$0	$0	$0
JON TRUPIN	SECRETARY	0.50	Officer Director	$0	$0	$0
MARK A HOLM	DIRECTOR	0.50	Director	$0	$0	$0
MARY K AUTH	CHAIRMAN	0.50	Officer Director	$0	$0	$0
MICHELLE ROMACK	DIRECTOR	0.50	Director	$0	$0	$0
DANIELLE D MATTHEWS	CEO/PROF ASSOCIATE	1.00	Officer	$0	$594	$179,269
JAMI OLSEN	CFO/PROF ASSOCIATE	1.00	Officer	$0	$12,254	$130,073

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$289,958	$220,068	$422,900	$69,890
2024	$275,044	$218,432	$412,595	$56,612
2023	$252,510	$210,382	$397,780	$42,128
2022	$258,241	$202,014	$440,875	$56,227
2021	$252,948	$193,382	$382,063	$59,566
2020	$250,404	$209,698	$371,709	$40,706
2019	$248,319	$234,024	$377,433	$14,295
2018	$240,573	$248,679	$417,306	$-8,106

C U INDEPENDENCE INC